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医药板块企稳回暖 布局的时间点到了吗？ _ 东方财富网

医药板块企稳回暖布局的时间点到了吗？ _ 东方财富网
eastmoney.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eastmoney.com Daily Mail and Mail on Sunday newspapers.

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大咖录丨医药板块企稳回暖，布局的时间点到了吗？

大咖录丨医药板块企稳回暖，布局的时间点到了吗？
yicai.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from yicai.com Daily Mail and Mail on Sunday newspapers.

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前7月七成股基上涨 上投摩根招商旗下基金涨超50%-千龙网·中国首都网

前7月七成股基上涨上投摩根招商旗下基金涨超50% ....

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军工股卷土重来 具长期投资价值

　　对于军工板块的走强，分析人士指出经过此前调整，部分军工股的估值回归到了历史低位水平，叠加军工板块本身具有业绩确定性强、现金流稳健、增长速度快等特点，成为资金介入的逻辑。事实上，军工行业投资已从事件驱动转向以“基本面驱动”为主导，且行业高景气度也在一季度得到验证，在中报披露的时间节点上，重新回到了市场视野。
　　国盛证券军工行业分析师余平表示，近期军工板块有所表现，并非以往流动性宽松背景下靠板块情绪带来的贝塔性机会所致，更多是立足于军工板块高景气度背景下的业绩兑现。接下来重点关注业绩呈现高增长且估值能够维持或者扩张的军工股，主要是在高增长的细分赛道进行核心卡位的企业。
　　首创证券认为军工市场已经复苏，把握黄金入场机会。经过多年军工技术的迭代累积和� ....

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板块异动丨行业基本面持续向好 国防军工板块再度走强_个股资讯_市场_中金在线

板块异动丨行业基本面持续向好国防军工板块再度走强_个股资讯_市场_中金在线
cnfol.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from cnfol.com Daily Mail and Mail on Sunday newspapers.

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